Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Goehring & Rozencwajg advises reducing gold/silver exposure to rotate into oil and gas, while maintaining structural long positions in uranium and turning bearish on oversupplied copper.
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Goehring & Rozencwajg advises reducing gold/silver exposure to rotate into oil and gas, while maintaining structural long positions in uranium and turning bearish on oversupplied copper.
Heavily propelled by a recovery in Korean equities and strong structural themes in defense and power infrastructure. Focused on high-conviction long ideas like Magnite and NOF Corp while using tactical shorts against overhyped sectors like quantum computing SPACs.
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Heavily propelled by a recovery in Korean equities and strong structural themes in defense and power infrastructure. Focused on high-conviction long ideas like Magnite and NOF Corp while using tactical shorts against overhyped sectors like quantum computing SPACs.